HC Research: Big Data opens the Golden Age

The new concept stock market is always the most sensitive. After the Bigdata, cloud computing, mobile Internet, the subject of large data investment has aroused great concern in the industry recently. HC Research noted that from the end of 2011 to the beginning of 2012, National Gold Securities, Guotai, Galaxy Securities and other domestic institutions, recommend "large data concept stocks", and predicted that it will become a new line of investment in 2012.

What is the performance of large data in the A-share market? Big data as the IT industry's new favorite and rely on what to support performance? What is the connection between the upstream and downstream industries, the IT and the financial markets, from the perspective of the industry? What are the opportunities and potentials for the impact of the big data? First of all, it is necessary to understand what is the big data first.

What is the big data

The large data concept is actually a combination of the concepts of cloud computing and Internet of things from the perspective of efficient use of massive data, which captures the nature of cloud computing and Internet of Things, and is the most appropriate investment target for data processing and datacenter construction and operation.

At present, there is no accepted definition of the concept of large data. However, the more common perception refers to data that exceeds the processing capacity of traditional database systems, and requires a high level of data size and transfer speed. In essence, large data contains not only "mass data", but also complex types of data. Large data sets, including transactions and interactive datasets, are larger or more complex than the ability of common technologies to capture, manage, and process these datasets at reasonable cost and time.

Ii. How big is the big data

"Big" refers to large datasets. Some people call TB order of magnitude "big data", generally around 10TB scale. However, in practical applications, many users put together a number of data sets, has formed a PB-level data volume.

At present, medical health, geographic information, E-commerce, video entertainment every day a large number of data generation. Therefore, by the end of 2012, the total global data will reach 2.7ZB, by 2015 will reach 8ZB. Global data usage is expected to reach around 35.2ZB (1ZB=10 billion TB) by 2020. EMC is one of the active advocates of the idea of large data, with more than 1000 customers using 1PB (gigabit) data in their arrays, which will grow to 100,000 by 2020. In addition, some customers will start using thousands of times times more data in a year or two, 1EB (1 bytes = 1 billion GB) or more data. As you can imagine, things, cloud computing, mobile internet, car networking, mobile phones, tablets, PCs, and all kinds of sensors all over the globe are not a source of data or a way of hosting.

Three, the formation of large data industry chain

With the flourishing of social media, Internet of things and electronic commerce, the emergence of social data, the coexistence of structured data and unstructured data, and its complex interaction, the traditional technology has been unable to analyze it efficiently. Therefore, the study of HC, the acquisition, storage, management and analysis of large data is extremely difficult.

The "Big Data" industry chain includes many links from data generation, data storage, data processing and presentation. A complete ecosystem should also include the application of large data-processing results. Since 2010, major IT giants in the production of large data areas, including EMC, Hewlett-Packard, IBM, Microsoft, including the global IT giants have to acquire large data-related vendors to achieve technology integration, but also see its large data strategic layout of the importance. According to the initial budget of domestic private equity funds, the potential market size of China's big data products is expected to be close to 2 trillion yuan.

HC Research: Big Data opens the Golden Age

The most direct performance of the industrial chain of large data can be seen from the performance of the A-share market. such as companies associated with massive data storage and processing, Cupressaceae, the United States and Asia, with the use of video-screen applications related to the company Hai Kang Granville View, Dahua shares, Granville create shares, and even with the construction and operation of data centers and maintenance of the company Rong, Tianji Technology, in 2012 will be the core of the plate. It should be reminded, however, that some of the big data-concept stocks have risen too sharply this year and have seen a valuation bubble. In addition, the big data concept stock also faces the risk that the enterprise reduces it capital investment, the government supports funds lower than the expectation.

Supporting large data drivers are mainly from large IT companies, such as Google, Amazon, China Mobile, Alibaba, and so on, they need to store and analyze data in a more optimized way. In addition, there are large data requirements in industries such as health care, geo-spatial remote sensing and digital media.

IV. Large Data development phase

The development trend of large data can be divided into three stages, the first stage is the data integration and mining within the industry, which involves a lot of data derivative industries; The second stage is the stage of enterprise internal data fusion and data mining. The third stage is a data driven consumer-centric organizational structure change.

HC Research: Big Data opens the Golden Age

Large data has the characteristics of large volume, sparse value and strong timeliness, which is self-evident to the information structure and impact of existing enterprises. First of all, big data will lead to the government, public utilities, manufacturing, circulation enterprises and other areas of comprehensive change. In this round of changes, the first benefit of the IT industry, the relevant enterprises in the software applications and the Internet, industrial applications vertical integration, data into the three trends in assets, will be the first to benefit.

V. It drives large data rapid development

The progress of large data comes from the continuous application and acceleration of the IT industry and the Internet. What are the actions of the major manufacturers? In portal class websites, such as Google, 360, QQ, Sina Weibo and so on, this type of desktop application software and browser depth combination, all data from the Internet. They can automatically collect user's behavioral data from different terminals such as smartphones, tablets, laptops, desktops, etc.

Among IT companies, some "public cloud" platform providers, such as IBM, Microsoft and Oracle, have become aware of the enormous commercial value of cloud computing data and have dabbled in "big data" analytics and open Source projects: Hadoop/mapreduce.

In the 2011, IBM has launched its own large data management solutions and large data platform vision, has formally put large data into its information management technology framework. For large data analysis, IBM now has two major product lines, one is Biglnsights, the second is streams. IBM's advantage in the Big data field is overall, and the robot "Watson" wins in the man-machine war, and is an example of IBM's bonus points for its large data analysis solution.

Oracle Large Data Machine was officially released in January 2012. This is an integrated design system designed to simplify the implementation and management of large data projects. This data machine uses 18 Oraclesun server's whole rack configuration, Total has 864GB main memory, 216 cores CPU, 648TB original disk storage space.

April 2012, EMC China Excellence Research and Development Group Beijing Research and Development Center, High-profile release Emcgreenplumchorus. Greenplumchorus is the most fundamental collaboration, it allows more people to participate in data value mining. It is the first large data platform based on collaborative analysis. For EMC's large data business, the EMC team predicts that its large data business doubles every year.

In fact, the global Internet giants have become aware of the importance of data in the era of "big data", says HC. Global IT giants, including EMC, Hewlett-Packard, IBM and Microsoft, are implementing technology consolidation by acquiring "Big data"-related vendors.

(Responsible editor: The good of the Legacy)